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Vacasa, Inc.

VCSADelisted May 1, 2025
Industry
Services-To Dwellings & Other Buildings
SEC CIK
0001874944

Vacasa, Inc. was delisted on May 1, 2025; its insiders filed their last Form 4 on May 5, 2025; 68 institutions reported holding it in 13F filings for Q1 2025, worth $67.4M in total; Oaktree Capital was the only superinvestor holding it.

13F holders, Q4 2022

Institutional positions in Vacasa, Inc. as of Dec 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
111
−2 vs. Q3 2022
Shares held
175.9M
−7.98M (−4.3%) vs. Q3 2022
Total value
$221.6M
−$342.8M (−60.7%) vs. Q3 2022
New holders
25
42 more added
Sold out
27
20 more reduced

2 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2022: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting VCSA on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2022: 111 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 46 institutionsQ1 2022: 78 institutionsQ2 2022: 92 institutionsQ3 2022: 115 institutionsQ4 2022: 111 institutionsQ1 2023: 103 institutionsQ2 2023: 92 institutionsQ3 2023: 77 institutionsQ4 2023: 52 institutionsQ1 2024: 60 institutionsQ2 2024: 55 institutionsQ3 2024: 59 institutionsQ4 2024: 62 institutionsQ1 2025: 68 institutionsQ2 2025: 0 institutionsQ3 2025: 0 institutionsQ4 2025: 0 institutionsQ1 2026: 0 institutionsQ2 2026: 0 institutions
Value heldQ4 2022: $221.6M
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $1.29BQ1 2022: $1.34BQ2 2022: $494.8MQ3 2022: $564.4MQ4 2022: $221.6MQ1 2023: $165.5MQ2 2023: $109.2MQ3 2023: $81.8MQ4 2023: $60.9MQ1 2024: $60.1MQ2 2024: $49.0MQ3 2024: $31.1MQ4 2024: $49.6MQ1 2025: $67.4MQ2 2025: $0Q3 2025: $0Q4 2025: $0Q1 2026: $0Q2 2026: $0
Institutions holding VCSA and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 20260$0
Q4 20250$0
Q3 20250$0
Q2 20250$0
Q1 202568$67.4M
Q4 202462$49.6M
Q3 202459$31.1M
Q2 202455$49.0M
Q1 202460$60.1M
Q4 202352$60.9M
Q3 202377$81.8M
Q2 202392$109.2M
Q1 2023103$165.5M
Q4 2022111$221.6M
Q3 2022115$564.4M
Q2 202292$494.8M
Q1 202278$1.34B
Q4 202146$1.29B
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding Vacasa, Inc.; share changes are against Q3 2022.

Institutions holding VCSA in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
FMR LLC3,587$4.52K0.00%+2,784+346.7%Added
FinTrust Capital Advisors, LLC1,000$1.26K0.00%00.0%Unchanged
Citigroup Inc779$9820.00%−917−54.1%Reduced
Wolverine Asset Management LLC506$6370.00%00.0%Unchanged
The PNC Financial Services Group, Inc.500$6300.00%−400−44.4%Reduced
U.S. Capital Wealth Advisors, LLC500$6300.00%+500New
Bell Investment Advisors, Inc432$5440.00%+239+123.8%Added
Advisory Services Network, LLC410$5170.00%+410New
Washington Trust Advisors, Inc.345$4350.00%00.0%Unchanged
Credit Suisse AG5$60.00%−621−99.2%Reduced
IFP Advisors, Inc19,000––+9,900+108.8%Added
Altos Ventures Management Inc.0$00.00%−6,397,610−100.0%Sold out
Millennium Management LLC0$00.00%−4,049,268−100.0%Sold out
Light Street Capital Management, LLC0$00.00%−2,220,863−100.0%Sold out
1832 Asset Management L.P.0$00.00%−1,887,400−100.0%Sold out
Healthcare of Ontario Pension Plan Trust Fund0$00.00%−1,263,158−100.0%Sold out
Marshall Wace, LLP0$00.00%−1,139,351−100.0%Sold out
Sinecera Capital, LLC0$00.00%−528,981−100.0%Sold out
Jump Financial, LLC0$00.00%−193,329−100.0%Sold out
Arrowstreet Capital, Limited Partnership0$00.00%−154,873−100.0%Sold out
XTX Topco Ltd0$00.00%−75,666−100.0%Sold out
Versor Investments LP0$00.00%−65,200−100.0%Sold out
Dimensional Fund Advisors LP0$00.00%−56,356−100.0%Sold out
Van Hulzen Asset Management, LLC0$00.00%−41,645−100.0%Sold out
Mirae Asset Global Investments Co., Ltd.0$00.00%−25,506−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−23,777−100.0%Sold out
Trustmark National Bank Trust Department0$00.00%−20,000−100.0%Sold out
Engineers Gate Manager LP0$00.00%−19,070−100.0%Sold out
Quadrature Capital Ltd0$00.00%−17,127−100.0%Sold out
Colonial Trust Co0$00.00%−17,000−100.0%Sold out
State of Wyoming0$00.00%−15,969−100.0%Sold out
Cubist Systematic Strategies, LLC0$00.00%−15,130−100.0%Sold out
Principal Financial Group Inc0$00.00%−11,472−100.0%Sold out
Petrus Trust Company, LTA0$00.00%−10,980−100.0%Sold out
Ellevest, Inc.0$00.00%−249−100.0%Sold out
TCI Wealth Advisors, Inc.0$00.00%−66−100.0%Sold out
Nelson, Van Denburg & Campbell Wealth Management Group, LLC0$00.00%−50−100.0%Sold out
Versant Capital Management, Inc0$00.00%−68−100.0%Sold out
FourThought Financial, LLC––––Not filed
American Portfolios Advisors––––Not filed